LeJeune Puetz Investment Counsel’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

LeJeune Puetz Investment Counsel’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$4.04M	Buy	89,417 +8,776	+11%	+$391K	1.45%	14
2022 Q4	$3.38M	Buy	80,641 +1,554	+2%	+$62.9K	1.26%	20
2022 Q3	$2.88M	Buy	79,087 +2,500	+3%	+$102K	1.18%	22
2022 Q2	$3.12M	Buy	76,587 +3,752	+5%	+$167K	1.22%	19
2022 Q1	$3.5M	Buy	72,835 +2,625	+4%	+$128K	1.22%	21
2021 Q4	$3.58M	Buy	70,210 +2,390	+4%	+$123K	1.21%	22
2021 Q3	$3.42M	Buy	67,820 +2,625	+4%	+$137K	1.25%	21
2021 Q2	$3.36M	Buy	65,195 +1	+0%	+$52	1.24%	22
2021 Q1	$3.2M	Buy	65,194 +2,601	+4%	+$127K	1.26%	23
2020 Q4	$2.96M	Buy	62,593 +2,501	+4%	+$110K	1.28%	24
2020 Q3	$2.46M	Buy	60,092 +351	+0.6%	+$14.4K	1.2%	26
2020 Q2	$2.32M	Buy	59,741 +1,051	+2%	+$38.4K	1.21%	22
2020 Q1	$1.96M	Sell	58,690 -40,790	-41%	-$1.64M	1.14%	26
2019 Q4	$4.38M	Buy	99,480 +2,450	+3%	+$104K	2.06%	6
2019 Q3	$3.99M	Hold	97,030	–	–	2.02%	8
2019 Q2	$4.05M	Buy	97,030 +500	+0.5%	+$20.6K	2.09%	6
2019 Q1	$3.94M	Buy	96,530 +37,500	+64%	+$1.5M	2.14%	6
2018 Q4	$2.19M	Buy	59,030 +12,175	+26%	+$482K	1.36%	22
2018 Q3	$2.03M	Buy	46,855 +2,900	+7%	+$125K	1.17%	29
2018 Q2	$1.89M	Sell	43,955 -9,250	-17%	-$412K	1.17%	28
2018 Q1	$2.35M	Buy	53,205 +4,500	+9%	+$204K	1.44%	19
2017 Q4	$2.19M	Hold	48,705	–	–	1.34%	20
2017 Q3	$2.11M	Sell	48,705 -1,850	-4%	-$78.5K	1.36%	23
2017 Q2	$2.09M	Buy	50,555 +6,700	+15%	+$273K	1.42%	21
2017 Q1	$1.72M	Buy	43,855 +19,925	+83%	+$764K	1.24%	25
2016 Q4	$874K	Buy	+23,930	New	+$873K	0.67%	57

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LeJeune Puetz Investment Counsel's VEA Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 11% in Q1 2023, buying an estimated $391K and bringing the position to 89,417 shares worth $4.04M. The position accounts for 1.45% of the portfolio, ranked #14.

LeJeune Puetz Investment Counsel first reported a position in VEA in Q4 2016 and has held it in 26 quarters since. The position peaked at $4.38M in Q4 2019. 1,881 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

LeJeune Puetz Investment Counsel held 89,417 shares of Vanguard FTSE Developed Markets ETF worth $4.04M as of Q1 2023.
LeJeune Puetz Investment Counsel bought 8,776 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $391K.
Vanguard FTSE Developed Markets ETF made up 1.45% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #14 holding.
LeJeune Puetz Investment Counsel first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 26 quarters since.
LeJeune Puetz Investment Counsel's Vanguard FTSE Developed Markets ETF position peaked at $4.38M in Q4 2019.
1,881 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.